Lafayette Investments’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $384K | Sell |
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|
2025
Q2 | $361K | Buy |
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|
2025
Q1 | $344K | Buy |
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|
2024
Q4 | $361K | Buy |
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|
2024
Q3 | $302K | Buy |
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|
2024
Q2 | $266K | Buy |
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|
2024
Q1 | $248K | Buy |
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|
2023
Q4 | $235K | Hold |
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|
2023
Q3 | $206K | Hold |
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|
2023
Q2 | $214K | Hold |
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|
2023
Q1 | $206K | Buy |
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